Will I have enough money for my retirement? Is my wealth protected?

On the Heffernan Team, we know these concerns can keep you up at night. As Family CFOs, our goal is to eliminate these anxieties for you and your family. We serve as your financial advocate, providing not only the knowledgeable advice you expect but the ‘Raving Fan’ service you deserve.

We care about our clients, take great satisfaction in seeing their goals fulfilled and go the extra mile to ensure they are attained. You can put your mind at ease knowing you have a trusted partner committed to acting only in your best interest.

Team Members

Mark Heffernan

Partner

CPA, CFP®, PFS, MBA

Jacob Allaman

Senior Advisor

CFP®

Cynthia Kirkpatrick

Senior Advisor

CPA, CFP®

Hunt Lucas

Advisor

CFP®

Amanda Madson

Operations Manager

Patty Haguewood

Executive Assistant

Michael Heffernan

Client Service Manager

Brandon Miles

Client Service Manager

Libby Roth

Client Service Manager

Bryanne Stotler

Client Service Manager

A Wealth of Information

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